Eric Ruben Porath

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Minnesota Life Ins Co
  St Paul, MN
• 09/2014 → Present
  Cri Securities, Llc
  St Paul, MN
• 05/2015 → Present
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2015-05-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2014-10-01 → 2015-05-12
  Securian Financial Services, Inc.
  St Paul, MN
• 2014-10-01 → 2015-05-12
  Cri Securities, Llc
  St Paul, MN
• 2014-01-22 → 2014-09-16
  Woodbury Financial Services, Inc.
  Oakdale, MN

Exams

• S66 Uniform Combined State Law Examination
  2000-05-30